Skip to main content

Call Logs: View and Manage Client Phone Calls

Written by Melissa Duarte

In ScribbleVet, Call Logs gives your practice a dedicated place to review and manage phone calls made using Direct Dial. When you make and record a call from an appointment using the ScribbleVet dialer, the call is automatically logged, and ScribbleVet generates AI-powered call notes.

For each completed call, ScribbleVet automatically generates:

  • A headline describing the call

  • A call outcome (for example, Left voicemail or Spoke with client)

  • A summary of the conversation

Call Logs can be viewed from:

  • The Calls tab on a patient's profile

  • The appointment where the call was made

  • The Call Log tab within the dialer.


Before you begin

  • Your practice must have Direct Dial configured and verified.

  • Calls must be placed using the ScribbleVet dialer.

  • Call Logs are created automatically after a recorded call ends.

Note: See Setting up Direct Dial and Using the Direct Dialer for an overview of how to verify your practice’s phone number and make and record calls within ScribbleVet.


Make a call from an appointment

Calls are automatically logged when they are placed from within an appointment.

  1. Open an existing appointment.

  2. Click Call to launch the ScribbleVet dialer.

  3. Complete the phone call.

  4. End the call.

After the call ends, ScribbleVet automatically:

  • Logs the call to the appointment.

  • Adds the call to the patient's Calls tab.

  • Generates a headline, call outcome, and summary.


View Call Logs from a patient's profile

The Calls tab displays every call associated with that patient.

  1. Open the patient's profile.

  2. Select Calls.

Each Call Log displays:

  • The AI-generated headline.

  • The call outcome.

  • The call date and time.

  • The call duration.

  • The phone number.

Click View notes to expand the generated notes or Hide notes to collapse them.

When expanded, you'll also see:

  • The AI-generated summary.

  • The reason for the call.

  • Copy and Edit options.


Review Call Logs from an appointment note

Calls also appear inside the ScribbleVet note generated for the appointment.

  1. Open the appointment note.

  2. Scroll below the Transcript section.

  3. Locate the Call Log.

  4. Click View notes to expand the generated notes.

  5. Click Hide notes to collapse them.

When expanded, you'll see:

  • The generated summary.

  • The reason for the call.

  • Copy and Edit options.


View previous calls while using the dialer

You can review previous calls without leaving the dialer.

  1. Open an appointment.

  2. Click Call to launch the dialer.

  3. Click the downward arrow in the bottom-right corner.

  4. Select Call Log.

The Call Log tab displays previous calls for the current patient, allowing you to reference recent conversations while you're speaking with the client.


Frequently asked questions

Do I need to manually create a Call Log?

No. Every call made and recorded through Direct Dial is automatically logged after the call ends.

Where can I find previous calls?

You can view Call Logs in three places:

  • The patient's Calls tab.

  • The appointment where the call was made.

  • The Call Log tab within the dialer.

Can I copy and edit generated call summaries?

Yes. Expand a Call Log by clicking View notes, then click Edit or Copy as needed.


Still need help?

Contact support via live chat or email support@scribblevet.com.

Did this answer your question?